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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,946 | $106,864-49.5% | $147,318-63.4% | $82,637-34.7% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 19.02% | 27.49%-8.5pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,536 | $3,417-55.0% | $4,593-66.5% | $2,552-39.8% |
| Participant deferral / active EE | $10,834 | $6,496+66.8% | $7,906+37.0% | $4,126+162.6% |
| Admin fee / account holder | $1,447 | $8,415-82.8% | $13,708-89.4% | $7,339-80.3% |